Icahn wins proxy battle at Illumina (ILMN) with Andrew Teno voted to the board and Chair John Thompson voted out.
Research & Analysis
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Activism, Governance, & Executive Moves
Weekly Executive & Director Moves (May 19)
Sandeep Mathrani is stepping down as CEO of WeWork (WE) with David Tolley taking over as interim, and the rest of the week’s moves.
Weekly Executive & Director Moves (May 5)
Jeff Sloan, CEO of Global Payments (GPN), stepped down after nearly 10 years plus the rest of this week’s director and executive moves.
SPAC Market Review – April 2023
Boardroom Alpha recaps the SPAC market activity for April 2023, highlighted by Ares’ $500M IPO on their second vehicle.
Weekly Executive & Director Moves (April 28)
Giovanni Caforio announces he will be stepping down as CEO of Bristol-Meyers (BMY) and the rest of the week’s executive moves.
Weekly Executive & Director Moves (April 21)
David Risher officially takes over as the CEO of Lyft (LYFT) plus the rest of the week’s director and executive moves.
SPAC Analysis
Daily SPAC Update – June 4, 2025
Globalink Investment (GLLI) Extension Vote. Eureka and Target Global Set Extension Votes. Chenghe II Updates Trust and Forward Purchase Agreement.
Daily SPAC Update – June 2, 2025
Black Spade II Deal with World Media and Entertainment Universal Approved — but $135M Redeemed. Winvest Vote Adjourned to June 27. SIDDHI Acquisition Split Trading.
Daily SPAC Update – May 30, 2025
3 SPAC Deals Go to Vote: WINV, DIST, BSII. Aetherium (GMFI) Vote Postponed to June. Digital Asset and Real Asset Set Warrant Separation Dates.
Daily SPAC Update – May 29, 2025
May’s SPAC IPO Surge Continues: Over 20 SPAC IPOs Raising $5B as Jena II and Wintergreen Come to Market.